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Success Services

Reach your Nonprofit goals faster with Success Offerings

Unlock the full power of Salesforce with our certified experts, programs, and resources.

Unlock the full power of Salesforce with our certified experts, programs, and resources.

Nonprofit organizations have unique technology needs. Success Offerings are specifically designed to help you succeed with Nonprofit Cloud and Nonprofit Success Pack. Regardless of the size of your organization, has an offering that is right for you:

  • Success Plans: Get the right level of support for your organization, from our self-help resources to focused expert guidance and proactive services.
  • Professional Services: Extend your teams with our leading Nonprofit Cloud experts who partner with you to drive value, adoption, and skill-building.
  • Adoption Services: Get up and running quickly with short-term, hands-on programs, specifically designed for Nonprofit Cloud customers.
  • Always-On Resources: Take advantage of our on-demand resources available to every customer.


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Success Services
"Salesforce helps us stay connected to our most valuable resources—the volunteers, partners, and donors that make what we do possible. " – Ronnie Strickland, CIO, Red Cross

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Success Offerings

Success Plans

Success Plans

Premier Success

As a customer, you have access to basic online support and training that come with our Standard Success Plan. By upgrading to a Premier Success Plan, you gain access to additional services like best-practice coaching, 24/7 phone support, on-demand admins, Success Managers, Expert Coaching Sessions, and more.

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Expert Coaching Sessions

Success Services
Expert Coaching Sessions are outcome-driven engagements to take your success to the next level, including webinars, videos, and individual sessions, and are available with your Premier Success Plan. offers Expert Coaching Sessions on a variety of Nonprofit topics.

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Professional Services

Professional Services Professional Services partners with your team to provide their decades of nonprofit industry experience and deep Salesforce expertise. Their strategic and technical guidance will help you achieve your goals faster, through flexible offerings that are tailored to your needs.

Advisory Services Advisory Services guide organizations and partners with best practices, from initial visioning to providing technology oversight across the implementation.

Customer Success Architects

"Having a Salesforce CSA on our team has ensured that we make smart, scalable decisions. This partnership has set us up for success as we add more layers of functionality and plan out our digital future."

– Stephanie Greene, Sr Director, Product Delivery, CARE USA

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Marketing Cloud Advisors

National Multiple Sclerosis Society
"Our Marketing Cloud Advisor supercharged our vision by teaching and empowering the marketing team to build journey-based experiences in our Salesforce suite of tools. We now have a framework and the internal capabilities to evolve in an efficient and forward-focused way."

- Ron Zwerin, Executive Vice President of Marketing, National Multiple Sclerosis Society

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Implementation Services Implementation Services help our most strategic organizations with new and emerging products and cross-cloud implementations, often alongside partners. Implementation Services provide best practices and set up a blueprint for our nonprofit ecosystem to use moving forward.

Advanced Support Advanced Support engagements provide larger Nonprofit organizations with hands-on technical support by dedicated resources that know your Salesforce instance. Available at any point in your Salesforce journey, Advanced Support Technical Account Managers work with your team for six to twelve months, on administration, maintenance, monitoring, troubleshooting, and minor enhancements, to help you achieve long-term success and self-sufficiency.

Adoption Services

Adoption Services

Fundraising Capsule Service

For our smallest but mighty nonprofits, offers Capsule Services. These short-term, hands-on implementation engagements are specifically created for small nonprofits. Capsule Services build a strong foundation for managing fundraising efforts during five prescriptive one-on-one consultative sessions over four weeks.

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Jump Starts

For nonprofit organizations who want to get up and running quickly, Jump Starts provide short-term, hands-on implementation services for core Nonprofit Cloud solutions including NPSP, Case Management and Grants Management over 4-6 weeks.

Contact [email protected] for more information.

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Always-On Resources

Always-On Resources

The on-demand resources are available to every nonprofit customer, to help build your knowledge and get answers when you need them.

Learn on-demand and skill up anywhere, any time on Salesforce.

Visit Trailhead

Trailblazer Community
Learn, connect, have fun, and give back.

Visit the Community

Get Started with Nonprofit Cloud

Help and Training
Find documentation, videos, walkthroughs, and more.

Visit Help and Training

Webinars and Events
From Getting Started to Release Readiness, explore a wide array of webinars and events whether you’re a seasoned pro or just starting out.

Visit the Events Calendar